Text Messaging
Integrated texting that meets federal requirements
$20/month with unlimited texts and users
Federal compliance comes built in
The TCPA, a law passed by the US Congress, mandates that your clients grant permission to receive texts from your agency. HawkSoft Text Messaging has built-in functionality that requests permission from your recipient to meet this requirement. HawkSoft sends one-click opt-in texts to insureds, automatically opts out clients who use the STOP keyword, and displays the opt-in status for each mobile number on a policy.
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HawkSoftText Messaging is integrated into our system.
Schedule a demo of the full system to see it in action.
Integrated Texting
Open a texting window from within the client’s file in HawkSoft. Conversations are saved in one place for future reference.
Automated Opt-in & Opt-out
Manage client consent requirements with automated opt-in, opt-out, and opt-in status capabilities.
Agency-Level Visibility
Conversations aren’t confined to one person’s phone. Multiple people can see text messages and easily pick up the conversation if someone is out of the office.
Desktop Notifications
Get desktop notifications only for the conversations that matter to you.
Choose Your Number
Text from your main agency phone number or choose one with your local area code.
Images & ID cards
Send ID cards via text, and receive images sent from clients. Drag & drop images to client files.
Eliminate Duplicate Work
Mark texts as processed once action is taken to clear them from the agency’s queue. Filter your view to see only unprocessed texts.
Permanent Record
See a permanent, uneditable record of the client’s entire text history.
Filter Conversations
Filter messages by client, conversations you follow, or unprocessed messages.
3 ways your agency can use texting
- Alert clients about renewals, changes to coverage, or other policy updates
- Send appointment reminders to keep your visit top-of-mind for clients
- Receive images for claims, inventory, and more from clients via text